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About Cambridge

You control the journey

Cambridge Investment Research, Inc. is an internally controlled financial solutions firm dedicated to serving independent financial advisors and their clients. We offer a flexible range of solutions in the areas of advice, growth, technology, independence, and more. Cambridge is guided by its core values of integrity, commitment, flexibility, and kindness.

We are innovators, problem solvers, and game changers. We are independent. We are Cambridge.

Celebrating 40 Years Together

For over 40 years, we have provided financial advisors with the freedom to thrive. Learn how a foundation of independence, culture, and values has helped Cambridge become one of the largest internally controlled financial services firms in the country.

Cambridge Executive Chairman Eric Schwartz and Chief Executive Officer Amy Webber reflect on their unique journeys and explain why the best is still to come.

Culture Counts and Values Matter Most

We believe culture and success go hand in hand. Our core values of integrity, commitment, flexibility, and kindness have shaped our journey and kept us centered on our purpose of serving independent financial advisors and their clients.

We are proud to work with financial advisors who share our values and commitment to making a difference.

Our purpose: 

To make a difference in the lives of our financial professionals, their clients, and our associates.

Our values:

Integrity
Commitment
Flexibility
Kindness

Current Financial Advisors Describe Their Cambridge Experience

Cambridge By the Numbers*

$1.65B

Total Revenue

$172B

Assets Under Advisement (AUA)1

3,800

Producing Financial Advisors

900+

Associates

1981

Founded In2

No. 8

Largest independent
broker-dealer3

 

No. 9

Independent broker-dealer in
total account assets4

No. 10

Fastest-growing independent
broker-dealer5

AUA, home office associates, and number of advisors are as of 3/31/24. Total revenue is year to date (3/31/24) and actual annualized.
1AUA reflects fee based and independent RIA assets plus commission assets.
2Cambridge and its predecessor broker-dealer.
3Based on total revenue. Ranking received in InvestmentNews Magazine's 2023 independent broker-dealer industry survey rankings.
4Ranking received in Financial Planning Magazine’s 2023 IBD Elite survey rankings. 
5Based on revenue growth. Ranking received in InvestmentNews Magazine's 2023 independent broker-dealer industry survey rankings.

Cambridge Code of Conduct

Our Code of Conduct aligns with our values of integrity, commitment, flexibility, and kindness, and reflects the inclusion and consideration we expect from every member of Cambridge Nation when interacting with another member of our Cambridge Community. 

Learn more